Burden v. Burden

40 N.E. 1067, 141 Ind. 471, 1895 Ind. LEXIS 304
CourtIndiana Supreme Court
DecidedJune 6, 1895
DocketNo. 17,049
StatusPublished
Cited by15 cases

This text of 40 N.E. 1067 (Burden v. Burden) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burden v. Burden, 40 N.E. 1067, 141 Ind. 471, 1895 Ind. LEXIS 304 (Ind. 1895).

Opinion

Jordan, J.

Appellee, who is the widow of the testator, Nehemiah Burden, filed her complaint in the lower court against the executor and legatees of the last will of said Nehemiah.

Omitting the formal parts the complaint is as follows:

“The plaintiff complains of the defendants, and says that she was a second wife and is the widow of the deceased, with whom she intermarried in 1876; that to said parties no children were born; that she is now 67 years of age, and illiterate, ignorant, timid old woman, with nothing but an obscure domestic experience of life, utterly and demurely ignorant of business, law and property rights; that the defendants, except the executor whose wife is a daughter, are the heirs and all the heirs of the deceased, and are all adult, except Albert De-Haven, Maud DeHaven, George Barkman and John Barkman, who are minors; that her husband executed his said will on the 28th day of October, 1892, and died [473]*473on the 14th day of December, then next following; that her said husband died the owner of an estate consisting of real and personal property of between forty and forty-five thousand dollars, making plaintiff and his heirs aforesaid his devisees — devising the whole estate to said heirs, except the sum of fifteen hundred dollars and no more, which he bequeathed to plaintiff; that at the date of her husband’s death he was indebted to her in the neighborhood of seventeen hundred dollars, for a portion of which she held her husband’s notes, and the remainder was the open account, and for the payment of which sum no provision was made, as she learned in said will; that Elisha Bartlett, the father of the executor, who is a keen, cunning, officious man, with much experience in the management and direction of business affairs of his neighbors, and Otho Dowden is a lawyer, both of whom had much to do in the making of decedent’s will, and the disposition of his property, and were acting in the interests and as the instruments of the defendants and against those of this plaintiff. And the said Bartlett had been much with her husband during his sickness and prior to, and at the time of the making said will, and exercised great influence on him in the making of said will, and the disposition of his said estate; that plaintiff was not permitted to be present when his said will was made, although at her home, and all knowledge of the contents and provisions were kept from her during her husband’s lifetime, and only learned it in a general way after his death, from said Bartlett and Dowden, what the provisions of said will were, and had never heard the same read or explained; that her husband died after a long and helpless illness of Bright’s disease, and for many months this plaintiff was continuously with him by night and by day; that on the 29th day of December, fourteen days after the death of her [474]*474husband, while she was yet broken down with grief, fatigue and long vigils and exposure at her suffering and dying husband’s bedside, and at a time when she was alone entirely, except to be surrounded by those who were unfriendly to her — the defendants. The defendants, by themselves and their agents and attorneys, fraudulently and deceitfully, wrongfully and covertly came upon her suddenly and unexpectedly in her loneliness and quiet, and then and there, for the wrongful and fraudulent purpose of cheating and defrauding her out of her just and proper interests in her husband’s estate, and her just and well known and lawful claim against said estate, represented and said to her that for the purpose of protecting her interests and securing to her her interest therein, and securing her claim against said estate, that it was necessary for her to sign her part of her husband’s will, and a paper which they said to her was a quitclaim deed to enable the children to partition said estate so they could farm their respective portions this year, and the other papers were a part of her husband’s will.

“She avers she said to them she did not wish to sign any paper, as she had no friends or lawyer to advise her or explain the purpose to her; that she wanted to have and secure her proper interest in her husband’s estate, and her claim against it; said defendants as aforesaid still cunningly, fraudulently and deceitfully pressed and urged her to sign the said paper; and she avers that she knew nothing of widow’s election, widow’s portion or that widows had the option to accept under the will of her husband or under the law, and that no explanations were made to her, no information was given her, and she was still urged that it was necessary for her to sign such paper in order to give effect to her husband’s will, and she was thereby fraudulently and wrongfully trapped into executing a written election to accept the provision [475]*475of $1,500 made for her in said will, and her interest in said estate, as such widow, worth at least $8,000, and a quitclaim deed to her deceased husband’s entire estate to defendants, reciting therein a consideration of $700, when in truth and in fact she was not paid one cent, and was and has been, by such fraudulent representation, conduct and coercion, defrauded out of her interest in jsaid estate, and her claim against the same, to her great damage.

“Wherefore she prays the court for an order and judgment revoking said election and declaring the same null and void, and an order setting aside and annulling and declaring void said quitclaim deed, and for all proper relief.’’

The sufficiency of this pleading to constitute a cause of action was assailed by a demurrer in the lower court upon the part of some of the appellants, and is challenged in this court by an assignment of error.

The assignment that the court erred in overruling the demurrer, and the one that the complaint is not sufficient, will be considered together.

From an inspection of this pleading we think it is apparent, as contended by counsel for appellee, that it is replete with ambiguities and omissions. The object of the action herein, and the result sought to be obtained thereby, is equitable relief in annulling and setting aside a written election upon appellee’s part to take under the will of her late husband, and also to set aside a quitclaim deed, executed by her under the alleged circumstances and facts.' The evident theory or pith of the complaint is that of fraud, perpetrated upon appellee by the appellants in procuring the execution of the instruments in question.

It is provided, by section 2666, R. S. 1894, “that if lands be devised to a woman, or pecuniary or other pro[476]*476visions be made for ber by tbe will of her husband, in lieu of'her right to lands, * she shall take under the will * unless she shall make her election whether she will take the lands so devised, or the provision so made, or whether she will retain the right to one-third of the land, etc.” Such election shall be in writing, made within one year‘•from the probate of the will, acknowledged, filed and recorded. Under this provision of the statute, as amended in 1885, the widow of the testator is required to elect within the time as therein provided, or her rights will be controlled by the will. Fosher v. Guilliams, Exr., 120 Ind. 172; Garn, Exr., v. Garn, 135 Ind. 687.

She is not required to make her election to take under the will, but she is required, in effect, to renounce the provisions made for her therein and to elect to retain her rights under the law.

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Cite This Page — Counsel Stack

Bluebook (online)
40 N.E. 1067, 141 Ind. 471, 1895 Ind. LEXIS 304, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burden-v-burden-ind-1895.